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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,323 | $27,639-73.5% | $61,501-88.1% | $68,490-89.3% |
| Participation rate | 2.4% | 39.5%-37.1pp | 52.6%-50.2pp | 67.9%-65.5pp |
| Annual return | -22.37% | -13.19%-9.2pp | 339.04%-361.4pp | -7.85%-14.5pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $55 | $1,264-95.7% | $2,125-97.4% | $4,028-98.6% |
| Admin fee / account holder | $2,933 | $2,012+45.7% | $2,132+37.6% | $5,403-45.7% |